Industry Events

CAIA sponsors and participates in industry events and conferences around the world. Here you'll find opportunities to register for those we partner with and, in some cases, attend at a discount.

ASIFMA Conference - Accessing India's Capital Markets

February 22, 2018

Dr. R. H. Patil Auditorium, National Stock Exchange

BKC, Mumbai

Accessing India’s capital markets is at the top of the agenda for Indian regulators, policy makers and market participants. This high-level, industry-wide event provides a unique opportunity for policy makers, senior regulators and industry representatives from both sell side and buy side to meet and discuss important issues impacting the accessibility and development of India’s capital markets.


European Family Office Winter Symposium

February 26 - 27, 2018

One Great George Street

London, UK

The 7th Annual European Family Office Winter Symposium will explore the challenges and opportunities in today’s global investment climate. This family office event is the premier event for high net worth individuals and family offices. Private investors and asset managers from around the world will visit this intimate setting to discuss the latest trends and issues in the industry. The program blends educational discussion panels led by thought leaders, and pre-arranged One-to-One meetings. This symposium aims to provide an educational environment for productive networking and the fluid exchange of ideas.

CAIA Members receive a 15% discount off registration using code: CAFO2018


Terrapinn World Exchange Congress

February 27 - 28, 2018

Shangri-La's Barr Al Jissah Resort & Spa, Muscat, Oman

The Muscat Securities Market is proud to be the Host of the 2018 World Exchange Congress. The event is unofficially the biggest annual meeting for CEOs and senior executives of the world’s trading venues. Each year, at a different location around the world we are joined by around 300 C-level and executive representatives from Stock, FX, Futures, Commodity and Energy Exchanges as well as Clearing Houses, Investment Banks and Regulators. For the last 12 years, the event has visited London, Madrid, Monaco, Istanbul, Barcelona, Doha, Dubai and most recently Budapest in 2017. For 2018, the event will be coming to Muscat, Oman.

The World Exchange Congress is unique in its ability to attract C-level representation from all different sizes of exchanges around the world, from tier one to frontier. In 2018 and in response to demand, participation will be expanding to include representatives at exchanges responsible for Technology, Cyber Security, Innovation and Risk. Our 90-strong speaker faculty will be discussing all aspects of the challenges facing the exchange community today, from global political developments to integrating new technologies such as blockchain and the world of RegTech.

The event is also a fantastic social occasion and over the course of 3 days, attendees will enjoy dinner and drinks receptions, cultural activities and opportunities to explore the beautiful city of Muscat. On behalf of the Muscat Securities Market and Terrapinn, we would be honoured if you were to join us at this years’ event.

Why not bring your colleagues along too?

CAIA Members receive a 15% discount off registration using code: JWTF


AIMA APAC Annual Forum 2018

March 1, 2018

JW Marriott Hotel

Hong Kong

In 2015 AIMA introduced its inaugural regional flagship event – the AIMA APAC Annual Forum, bringing together nearly 400 policy and regulatory figures, hedge fund and alternative investment managers and other Asia-Pacific thought leaders to address the key regulatory, policy and operational focus areas anticipated for Asia-Pacific managers in the coming year.

The AIMA APAC Annual Forum 2018 will:

Bring together....

•    Policy-Makers and Regulators

•    Hedge fund and alternative investment management industry influences and thought leaders

•    Members of the AIMA community


•    The challenges and opportunities currently facing the industry in this complex and changing world​​


Generations Conference 2018

March 5, 2018

Rüschlikon, Switzerland

The inaugural Generations Conference 2018 is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices and Family Foundations in Switzerland and globally.

Learn leading practices and how to plan or set up a Family Office, prepare to sell a business, develop a successful multi-generational wealth management structure. Discuss challenges and trends. Connect with like-minded thought leaders and peers in the industry. Areas of focus include family governance, Family Office management, investing and technology.

CAIA Members receive a 15% discount off registration using code: GVS4L7W

*The event language is English and is not for sales, marketing or business development professionals.


The Amsterdam Investor Forum 2018

March 6 - 7, 2018

ABN AMRO Corporate Headquarters, Amsterdam, The Netherlands

Now in its 7th year, the forum will welcome 250+ Institutional investors, fund managers and industry participants to debate and discuss the most important challenges and opportunities facing our industry in 2018.Now in its 7th year, the forum will welcome 250+ Institutional investors, fund managers and industry participants to debate and discuss the most important challenges and opportunities facing our industry in 2018.

CAIA will be present at this event.


Alternate Investments Conference

March 8, 2018

The Carolina Inn, Chapel Hill

North Carolina

Since 2008, the Alternative Investments Conference has served as a forum for private equity, hedge fund, venture capital, and other alternative asset professionals to network, share ideas, and stay abreast of industry trends. The conference provides insights into current topics in alternative investments as well as the opportunity to meet and learn from some of the most influential industry leaders. The UNC Alternative Investments Conference is sponsored by the Institute for Private Capital at the University of North Carolina at Chapel Hill.


Irish Funds North American Roadshow – Seminars in Toronto, Boston and New York

March 12, 2018 - Toronto

March 14, 2018 - Boston

March 15, 2018 - New York

The Irish Funds North American seminars in Toronto, Boston and New York will focus on topics including the impact of Brexit, product distribution trends, and technology / FinTech developments.

A structured and wide-ranging discussion on the ongoing changes in the European regulatory environment (such as MiFID and GDPR) which impact on US managers will be a significant feature of the seminar.

The seminars will include thought provoking and informative updates and panel discussions from respected industry experts and will look at Irish solutions for managers globally.


4th Annual Block Chain Finance & Fin-Tech China

March 15 - 16, 2018

Shanghai, China

Finfo Global will be hosting the 4th Block Chain& Fin-tech China on March 15 to 16. We invite managements and CXOs from leaders of the industry to speak at our event, because we want to provide the best experience to our attendees. 

For 2018, we will be focusing on: RegTech, Retail Banking Innovation, InsurTech, Smart Contract & Block Chain, Mobile Payment, PaymentTech, Biometrics and DLT, Identity and Security, Consumer Finance, Cloud Tech, Big Data, Data Analytic & Mining, Wealth Management.


AIMA Global Policy & Regulatory Forum 2018: Managing a Fragmented World

March 19 - 20, 2018

Dublin, Ireland

Please join us for AIMA's 2018 Global Policy and Regulatory Forum taking place in Dublin. Providing you with a greater understanding of the key policy themes that will impact the evolution of the industry in coming years, this event will feature senior regulators sharing personal insight, as well as a focus on key financial services legislative updates, and peer networking opportunities.

This year's Forum will run over two days, with pre-Forum networking activities on 19 March and the main full-day Forum on 20 March 2018.  For more information, please visit


4th Impact Summit Europe

March 20 - 21, 2018

Peace Palace

The Hague

The Impact Summit Europe is an investor- and invitation-only conference that aims to catalyse private institutional capital to support the financing of the SDGs and the mainstreaming of impact and sustainable development investing.

The Impact Summit Europe does not only offer an inspiring platform for investors to share knowledge, exchange best practices and challenge each other but also creates networking opportunities in the impact investment space, thereby making the experience enriching, fruitful and educational. The summit also provides a capital introduction and match-making platform across all asset classes to impact fund managers.



March 21, 2018

The Westin Bonaventure Hotel & Suites

Los Angeles, CA

The West Coast's premier alternative investment conference. Insightful commentary from leading industry experts covering alternative investments including hedge funds, private equity, real estate, natural resources, commodities, managed futures, asset allocation strategies, and global economic conditions.


2nd Annual CECL Congress 2018

March 21 - 22

New York City

Don’t miss out on the 2nd Edition CECL Congress 2018 taking place March 21-22, in New York City, hosted by the Center for Financial Professionals (CeFPro).

CECL will impact institutions of all sizes. While uncertainty remains over CECL expectations it is now more important than ever to understand the technical aspects of the standard in order to make important business decisions regarding the selection of your methodology and how you will collect, organize and analyze your data. Attending CeFPro’s CECL Congress will provide you with the knowledge and confidence needed ahead of implementation. 

We will once again bring financial institutions together to outline options, share methodologies and interpretations to align strategies and ultimately outcomes. Don't miss the opportunity to hear directly from the regulators (FASBFDICOCC and Federal Reserve Bank of St.Louis) in addition to learning from over 20 senior credit, analytics and modeling professionals.

Review the full programme online at

You can register for the Congress online, by telephone +1 888 677 7007, or by simply emailing with your e-signature.

CAIA Members receive a 15% discount off registration using code: CAIACECL15


Quinnipiac G.A.M.E. VIII Forum

March 22 - 24, 2018

New York Hilton Midtown Hotel

New York, NY

The largest student-run financial conference in the world, Quinnipiac's Global Asset Management Education (G.A.M.E.) Forum offers participants the rarest of opportunities: the chance to discuss and debate financial best practices with world-renowned industry leaders.

The three-day forum, held annually in the spring, gathers some of the most successful people in finance together to share their knowledge, expertise, and outlook for the future with graduate and undergraduate students.

G.A.M.E. VIII will take place March 22-24, 2018 in New York City and will feature the following:

  • Keynote panels and perspectives
  • Breakout panels and workshops
  • Career panels
  • Networking opportunities
  • Optional portfolio competition
  • Faculty development opportunities
  • Nasdaq closing bell ceremony

CAIA is a proud sponsor of this event and will be present.


Single Family Office Summit

March 23, 2018

New York City

The Family Office Club has more registered family offices than any other community or family office association globally. Since 2007, the organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office network.

The Single Family Office Summit taking place on March 23rd is the only gathering dedicated exclusively to Single Family Office investors. The event features 25 + family office speakers, sharing insights, best practices, investment models, direct investment strategies, and allocation trends among the critical issues facing Single Family Office executives today. You can learn more here.

CAIA Members receive a $200 discount off registration.


ASIFMA Conference: Capital Markets – Connecting China and the World

March 27, 2018

The Ritz-Carlton Beijing, Financial Street

ASIFMA is pleased to present ASIFMA Conference: Capital Markets – Connecting China and the World on Tuesday 27 March 2018 in Beijing.

This conference brings together experts from the industry as well as government and regulatory agencies to examine the various issues that are relevant to China in its effort to develop deep and liquid inbound and outbound markets. Attendees will participate in both interactive and networking sessions.

Register here and join now as a Delegate:

- Guests of Endorsers Promo Code: BJ2018GOE

- ASIFMA Members, Guests of Conference Sponsors and Endorsers: CNY700

- Non-Members: CNY900

*Senior regulators, buy-side participants and corporate treasurers may be offered complimentary registration. Please email for application.


Financial Times Lives World Bank - Singapore Infrastructure Finance Summit

April 5, 2018


Join ASEAM Finance Ministers, leading investors, policy makers, financiers and developers at this major international forum on the future of ASEAN infrastructure finance.

Key discussion includes:

•              Innovative structures to boost private infrastructure  investment across the region

•              Attracting sustainable investors to finance a new climate friendly energy mix

•              Next steps to strengthen ASEAN economic integration through connected, interdependent infrastructure networks

•              Opportunities for investment in the fast growing, smarter and greener cities of Southeast Asia

•              And much more...

CAIA Members receive a 20% discount off registration using code: CAIA20


S & P Dow Jones Indices - The 10th Annual Japan ETF Conference

April 13, 2018

Imperial Hotel

Tokyo, Japan

Join S&P Dow Jones Indices and seasoned industry experts to explore the continued growth and evolution of the Asian ETF landscape. Gain a deeper understanding of the innovations driving access to regional markets while networking with peers at this full-day, complimentary event. Register here.


Context NYC 2018

April 17, 2018

New York, New York

Context Summits, the pioneer of the one-on-one conference format, is bringing its proven structure to New York. Allocators and managers will have exposure to two full days of focused, efficient and productive one-on-one meetings. Unparalleled social events will provide additional opportunities for effective networking. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.


PERE Investor Forum Los Angeles

April 18 - 19, 2018

Omni Hotel

Los Angeles, California

Each year over 200 institutional investors, capital-influencers and fund managers convene in Los Angeles to examine the future of capital flows, investment strategies and allocation trends in the global private real estate market.

With an emphasis on the perspective of today’s investor, the Forum delivers rich content, thought provoking sessions, and unparalleled networking opportunities through an agenda shaped by highly respected industry leaders. By leveraging the global PERE editorial and research teams, the Forum is uniquely positioned to explore the concerns, challenges and opportunities in domestic and foreign private real estate investments.

Join your peers at the Forum to learn the latest about emerging, developed and new markets around the world while also building your existing and new relationships in an intimate environment.


The 8th Canadian Alternative Investment Forum

April 19, 2018

Vantage Venues, 150 King Street West, 27th Floor

Toronto, ON

As thought leaders in the Canadian alternative investment industry, Introduction Capital produces the 8th Canadian Alternative Investment Forum (CAIF) annually to offer awareness on the current environment and an outlook as to what lies ahead. CAIF is a carefully curated full-day forum that introduces niche alternative opportunities, industry veterans and global trailblazers to an investing audience.

CAIF is purpose-designed to connect active allocators (including ultra high net worth individuals, family offices, institutions, foundations, endowments and their advisors/counsellors) to their peers, but as well as to innovators, entrepreneurs and investment managers.

CAIA Members receive a 10% discount off registration using code: CAIA10


Altinvestor APAC 2018

April 19 - 20, 2018

Conrad Hotel

Hong Kong

Altinvestor APAC 2018 is a two-day forum focused on capitalising on alternative investment strategies and asset classes. The event will provide exclusive insights and perspectives shared by leading APAC investors along with selected global investors. Complimentary passes available for family offices and institutional asset owners. Email for information on registration.


Risk EMEA 2018 | Financial Risk and Regulation Summit

April 24 - 25, 2018


The agenda boasts over 60 senior industry professionals delivering insights, case studies and presentations, just some of which includes:

  • Andrew Edwards, CRO, Commercial Banking, Lloyds Banking Group
  • Richard Blackburn, CRO, GBM, HSBC
  • Simon Gadd, Group CRO, Legal & General
  • Nasreen Kasenally, CRO, UBS
  • Sue Kean, Group Chief Risk Officer, Old Mutual
  • Philip Best, CRO, Barclays Wealth and Investment Management
  • James Coulson, Chief Compliance Officer, EMEA and UK, Credit Suisse
  • Adrian Burbanks, Deputy Chief Executive Officer, Agricultural Bank of China (UK) Ltd


2018 includes a whole new speaker line up with 80% new presenters. Keynote and plenary sessions on the cumulative impact of regulation and managing regional fragmentation, geopolitical climate and Brexit, liquidity risk management and more. 

Three streams individually focusing on: Innovation in Risk Management, Strategic Balance Sheet Management and Credit Risk.

With over 45 presentations and panel discussions, you have the freedom to not only move across streams but also actively network with professionals from a variety of disciplines!

For more information on the speakers, agenda and to register click HERE

Group rates are available for 3 or more attendees from the same organisation, when registering at the same time. The current rate allows the third colleague to come along for half price OR the fifth for free!  Should you have any questions regarding registering, please contact the Center for Financial Professionals on +44 (0) 207 164 6582 or email

CAIA Members receive a 15% discount off registration using code: CAIA15


LBS Asset Management Conference 2018

April 26, 2018

BAML Financial Centre, London

Ticket Registration Now Open

Join us for the 10th annual London Business School Asset Management Conference exploring the themes of Hidden Risks and Excessive Rewards in the investment industry.

Buy your tickets here!

Hidden Risks

What risks are investors ignoring? Is risk defined correctly? What can we learn from history? And what risks concern policymakers the most?

Excessive Rewards

What are the trends in asset manager pay and are current levels sustainable? What are the views of asset owners and regulators on fees? And what should be the role of the money manager in reining in executive pay?

And more to come - keep up by following our website!


Terrapinn Middle East Investment Summit

May 7 - 8, 2018

The Ritz-Carlton, DIFC


The Middle East Investment Summit will take place from 7-8 May 2018 at the Ritz-Carlton, DIFC, in Dubai. The event features 3 conferences in 1; Hedge Funds World, Private Equity World and Real Estate Investment World. Each brand is designed to meet the complete needs of end-investors in the Middle East and the event as a whole is structured to give sponsors and exhibitors maximum exposure to an audience of prominent and qualified, regional and global investors.

For the past 18 years, fund managers and capital raisers have come to the region and successfully raised money at the Middle East Investment Summit. Join over 500 attendees as the event continues the pursuit to facilitate and secure market outperformance and portfolio management excellence in the year ahead.

CAIA Members receive over a 36% discount off registration: $2500 excluding VAT.


Context Summit Las Vegas 2018

May 8 - 11, 2018

Las Vegas

Context Summits is bringing a broad spectrum of high-quality managers and allocators to our inaugural Context Leadership Summit from May 8th  – 11th in Las Vegas, Nevada. This Summit will feature educational content from business leaders and industry experts in the alternative asset management industry, followed by two full days of productive, prescheduled one-on-one meetings.

The distinctive experience of a Context Summit begins well before the event. Our technology platform allows allocators and fund managers to evaluate each other and make meeting requests of the opposite party.  Our robust meeting scheduler is available to view the profiles of other participants, evaluate prospective meeting partners, and schedule one-on-one meetings. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.


CFA Institute Annual Conference

May 13 - 16, 2018

Hong Kong Convention and Exhibition Centre

Hong Kong

Hosted with The Hong Kong Society of Financial Analysts

The global political landscape, the growth outlook for developed and emerging markets, regulatory changes, and the disruptive potential of fintech are just a few of the challenges and opportunities currently facing the global investment profession. It’s imperative that investment professionals remain current in this changing and complex climate to best serve their clients’ interests. To stay informed, make sure you attend the 71st CFA Institute Annual Conference.

For 71 years, CFA Institute has brought you the latest thinking, expert opinions, thought leadership, and unrivaled networking opportunities through our Annual Conference. It is the investment industry’s largest and longest-running educational gathering of investment professionals, attracting as many as 2,000 delegates from 70 countries and territories in recent years. Don’t miss out on this unparalleled opportunity to:

  • Learn from noted economists, best-selling authors, leading researchers, and successful practitioners;
  • Refresh and hone your skills with new ideas and research on a full range of investment topics;
  • Meet and network with investment peers from around the world;
  • Explore global and regional financial trends; and
  • Examine new investment opportunities and risks.

CAIA is a proud event sponsor and will be present.


Context Summits Europe 2018

May 14 - 16, 2018

Hotel W Barcelona

Barcelona, Spain

Context Summits, the pioneer of the one-on-one conference format, is bringing its proven structure to Barcelona, Spain. Allocators and managers will have exposure to two full days of focused, efficient and productive one-on-one meetings. Unparalleled social events will provide additional opportunities for effective networking. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.


Global Investors Annual Meeting

May 16 - 17, 2018

The Harmonie Club

New York

Join over 175 LPs in New York City on May 16th & 17th of 2018 for the Global Investors Annual Meeting, a closed-door program that gathers the world's leading fund managers, institutional allocators and private wealth investors currently investing and fundraising across the globe.

This meeting offers a unique platform to learn from and alongside industry thought leaders. Panel sessions and Private meetings throughout both days will allow for deepening relationships, developing partnerships and fostering business. This two-day conference will host more than 400 leading investors, managers and other professionals to discuss investment opportunities and new trends in the market.


BAI Alternative Investor Conference

May 16 - 17, 2018

Kap Europa, Frankfurt/Germany

The annual meeting for institutional investors and the AI industry in Germany (450+ professionals) with a focus on liquid and illiquid investment strategies, including strategic asset allocation (i.e. factor investing, opportunistic hedge funds co-investments, implementation of private debt strategies), with an investors dinner and workshop.

Hear keynotes by Prof. Christoph Kaserer, TU Munich, on private equity returns, Prof. Bernd Raffelhüschen, University Freiburg, about happiness and the way to achieve it, Prof. Thomas Straubhaar, University Hamburg, with a global economic outlook, and Dr. Bertrand Piccard, first to cross the Atlantic Ocean in a solar airplane.

CAIA Members may receive a 20% discount off of the registration fee. CAIA is an event sponsor and will be present at this event.


Risk Americas 2018 | America’s 7th Annual Leading and Premier Risk and Regulation Convention

May 17 - 18, 2018

New York City

The Center for Financial Professionals will be hosting the 7th Annual Risk Americas 2018 in New York City at the Marriott Downtown, May 17 - 18. More than 400 risk and regulation professionals are expected to attend to engage in panel discussions and hear presentations from over 80 CROs, Global Heads of Reisk from leading global financial institutions. 2018's Convention features four separate work streams on:

-Stream One: Innovation in Risk Management

-Stream Two: Liquidity Risk & Funding

-Stream Three: Risk Modeling

-Stream Four: ERM & Operational Risk

Find out more at

To register please contact Amy Greene at or +1 888 677 7007.

CAIA Members receive a 15% discount off registration using code: RA18CAIA


The Spring Investment Institute Forum

May 22 - 23, 2018

The Umsted Hotel

Cary, NC

The Investment Institute was created to bring investment professionals together for face-to-face conversation, debate, and problem-solving with the goal of providing a unique educational and networking community. 


PERE CFO/COO Forum New York

May 22 - 23, 2018

Convene Conference Center

New York, NY

The PERE CFO/COO Forum is where senior level executives from private real estate funds gather each year to discuss the evolving role of finance, compliance and operations.

CFOs, COOs, SVPs/VPs, Directors and Controllers have a unique opportunity to share best practices and debate about the latest regulatory, legislative and tax changes that will directly impact private real estate funds under the Trump administration. Against this dynamic backdrop, the contemporary CFO and COO must also navigate a competitive environment for capital, increased competition for deals, investor pressure to lower fees, and cost effective strategies to scale the business for growth.


Symposium and 2nd Pillar Trade Fair

June 6 - 7, 2018

MCH Messe Schweiz

Zurich, Switzerland

The Symposium is the top forum for all key pillar 2 decision-makers. The main element of the Symposium is further training. For two days, pension fund managing directors, members of pension fund boards of trustees, and pension fund experts will receive high-quality further training free of charge. 

Through this unprecedented initiative, VPS-Verlag is underscoring the importance of further pillar 2 training and providing substantial savings for pension funds’ training budgets. This Symposium is a recognised form of further training, offering industry-standard certification and points.

The 2nd Pillar trade fair will take place at the same time as the Symposium, offering stakeholders a current market overview of pillar 2 service providers. Pension fund representatives (members of boards of trustees, managing directors, pension fund employees) and pension fund experts (members of Expert Suisse, members of the Swiss Chamber of Pension Actuaries, members of the Swiss Association of Actuaries) may attend the Symposium free of charge.

Invitees of any one of the exhibitors at the 2nd Pillar trade fair may also attend the Symposium free of charge.

The Symposium and the 2nd Pillar trade fair are intended for pension fund representatives such as members of boards of trustees, managing directors, pension fund employees, and pension fund experts.


marcus evans Elite Summit 2018

June 11 - 13, 2018

Fairmont Le Montreux Palace

Montreux, Switzerland

The Elite Summit offers private wealth managers and investors an intimate environment for a focused discussion on how to win the battle for market and mind share through investment.

The one-to-one business meetings provide access to the gate keepers of sizeable family offices with minimum FUM of 100 million.


Context Summits West 2018

September 26 - 28, 2018

Monarch Beach Resort

Dana Point, California

Context Summits’ west coast event will be held again at the Monarch Beach Resort for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.


PERE America

November 7 - 8, 2018

Convene Conference Center

New York, NY

Built by PERE’s award-winning editorial team and an advisory board of industry experts, PERE America consistently delivers authoritative speakers, thought-provoking discussions and powerful networking opportunities.

Returning to New York, the thirteenth annual event is set to be our best yet. Over 250 top institutional investors and experienced fund managers attended last year to discuss the future of private real estate investments in a market that some still believe is on its way to topping out. PERE America is the only event that can leverage PERE editorial content and R&A data to bring you the most relevant and objective insight for 2019.